Eli Rodriguez serves as a Trust Officer for the Personal Trust Service Group. He joined Capital First Trust Company in the Spring of 2022. He's experienced with wealth management, settlement, and special needs trust administration and a diverse array of clients to provide for their individualized and unique situations.
Eli earned a BBA and MBA degree in Trust and Wealth Management with a minor in Financial Planning from Campbell University. He's also earned an Advance Trust and Financial Advisor (ATFA) designation. Prior to working with Capital First Trust Company, Eli worked with First State Trust Company and Wells Fargo Northeast Group, and Wells Fargo International Service Group. Eli served in the US Army for 7 years in multiple positions and locations.
"How short a while all mortal joys endure, But not so soon doth memory pass away" - Lorenzo de' Medici